Business Operations Specialist
6 days ago
**Job Summary**
Synergistic Systems Inc is seeking a highly skilled Business Operations Analyst to join our team. As a Business Operations Analyst, you will play a critical role in coordinating with internal stakeholders and partners to ensure the successful implementation of platform updates and services for retirement plan clients.
**Key Responsibilities and Duties**
- Implement projects for institutional retirement plans with high quality data outcomes, ensuring accuracy and completeness of plan data.
- Provide consultative data solutions for plan administration challenges, leveraging strong analytical and Excel skills.
- Evaluate and escalate risks and issues for retirement plan implementations in a timely manner, engaging with internal resources as needed.
- Collaborate with cross-functional teams, including client management, plan management services, and IT, to resolve data issues and ensure successful client transitions.
**Requirements**
- 3+ years of experience in a Business Operations Analyst, End User Computing Analyst, or operations analyst role, with a strong background in financial services.
- Proven experience with Agile methodologies and data analysis, with a solid understanding of Excel and data visualization tools.
- FINRA registrations, including Series 6 or 7, are highly desirable.
**What We Offer**
- A dynamic and collaborative work environment with opportunities for growth and professional development.
- A competitive salary and benefits package, including flexible work-from-home options.
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